As part of our ongoing commitment to helping you focus on growing your fee-based business, we have developed our own fee billing and management system. This system provides exceptional capabilities and efficiencies and allows us to take the operational and administrative burden off your shoulders. This enables you to not only save time and money but allows you to concentrate on what you do best- managing portfolios and attracting assets.
Our support system provides the following for all RIA accounts:
Fee billing and debiting
Quarterly management reports
Investment advisory contracts
Fee notifications and disclosures
The flexibility to manage each relationship as you see fit
Pre-approved client marketing materials
If you would like to receive additional information on Brewer's fee support system, please contact Adam Erickson or call 800-971-2440.